Filed August 12, 2022 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,135 | $96,635-11.9% | $86,612-1.7% | $139,434-38.9% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 17.44% | 106.41%-89.0pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,475 | $3,263+37.2% | $3,022+48.1% | $4,751-5.8% |
| Participant deferral / active EE | $7,959 | $4,836+64.6% | $4,438+79.4% | $6,710+18.6% |
| Admin fee / account holder | $3,453 | $6,408-46.1% | $5,614-38.5% | $11,403-69.7% |